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Finance.
Your books, in plain English.

Ask money questions and get answers from your own books: cash, P&L, who owes what, what's due. It uses your definitions and never changes a number.

For

OwnerBookkeeperControllerOps manager
Connects with QuickBooks OnlineXeroStripeSquarePlaid bank feedsShopify + and more
What it can do

Thirteen questions it answers on demand.

Each line below is a tool: one specific job Claude can do in your systems, like pulling a report or looking up a customer. Your team never types these names. They ask in plain English, and Claude picks the right tools by itself.

You ask“Can we afford to hire in March?”
Claude usescash_runwaycash_position
You getRunway at your current burn, pulled from QuickBooks
What your team can ask forTool name
How much cash is in all accounts right nowcash_position
Months of runway at the recent burn ratecash_runway
P&L for any period, vs. last period or last yearpnl_summary
Revenue by product, customer or channelrevenue_breakdown
Where the money went, by category or vendorexpense_breakdown
Gross margin per product, using your definitionmargin_by_product
Who owes money, how overdue, biggest firstar_aging
Bills due in the next N daysap_due
Status and history of one invoice or customerinvoice_lookup
Where spending is over or under budgetbudget_vs_actual
13-week forecast from open AR, AP and recurring costscash_forecast
Duplicate bills, unusual charges, spend spikesanomaly_check
Your own KPI set in one viewkpi_snapshot
Skills & commands

Skills · what Claude learns

Finance definitionsYour chart of accounts mapped to plain categories, and how margin, revenue and COGS work for your business.
Month-end summaryA fixed format: headline numbers, what changed, what to watch.
Owner updateA one-page monthly update for owners or investors.
House rulesAlways state the period and source, label estimates, no tax or legal advice.

Slash commands · weekly jobs

/month-endRuns the month-end summary
/cash-checkCash, runway and bills due this week
/ar-followupLists overdue customers and drafts reminder emails in Gmail
/owner-updateDrafts the monthly owner update
Guardrails

Read-only

Nothing in the books changes.

Finance role only

Other staff can't call these tools.

No account numbers

Bank and routing numbers are never returned.

Every call logged

With who asked and when.

Getting started

What we need from you

Admin sign-in for your accounting system, plus Stripe and bank feed if used
A 30-minute chart of accounts walkthrough
Your KPI definitions and current budget file
Names of the people who get finance access

Add-ons

Invoice inboxReads PDF invoices sent to ap@ and matches them to bills.
Payroll connectionGusto or ADP.
Multi-entity consolidationSeveral companies in one view.
Write-backCreates draft invoices or bills for your approval.
Other packages
02 Customer service — the right SOP, reply and order in one step 03 Marketing — everything on brand, built from what performed 04 Sales — the whole account before every call

See Finance on your own books. Book a call.

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